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Wealth Management Strategies’s Dimensional US High Profitability ETF DUHP Stock Holding History

Wealth Management Strategies’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.85M Buy
116,224
+4,131
+4% +$165K 1.9% 14
2026
Q1 		$4.12M Buy
112,093
+3,543
+3% +$136K 1.86% 14
2025
Q4 		$4.13M Buy
108,550
+9,359
+9% +$354K 1.9% 14
2025
Q3 		$3.75M Sell
99,191
-312,259
-76% -$11.4M 1.86% 14
2025
Q2 		$14.6M Buy
411,450
+80,350
+24% +$2.68M 7.86% 4
2025
Q1 		$11M Buy
331,100
+25,239
+8% +$867K 7.34% 4
2024
Q4 		$10.3M Buy
+305,861
New +$10.6M 7.9% 4

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Wealth Management Strategies's DUHP Position: Q2 2026 in Review

Wealth Management Strategies increased its Dimensional US High Profitability ETF (DUHP) stake by 3.7% in Q2 2026, buying an estimated $165K and bringing the position to 116,224 shares worth $4.85M. The position accounts for 1.9% of the portfolio, ranked #14.

Wealth Management Strategies first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.6M in Q2 2025. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Wealth Management Strategies held 116,224 shares of Dimensional US High Profitability ETF worth $4.85M as of Q2 2026.
  • Wealth Management Strategies bought 4,131 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $165K.
  • Dimensional US High Profitability ETF made up 1.9% of Wealth Management Strategies's portfolio in Q2 2026, its #14 holding.
  • Wealth Management Strategies first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Management Strategies's Dimensional US High Profitability ETF position peaked at $14.6M in Q2 2025.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Wealth Management Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.